Harvest + Microsoft Dynamics 365 CRM

Harvest + Microsoft Dynamics 365 CRM integrations

Create tasks in Harvest for new leads from Microsoft Dynamics 365 CRM

Efficiently manage your leads and tasks with this dynamic workflow between Microsoft Dynamics 365 CRM and Harvest. Whenever a new lead is added in Dynamics 365 CRM, a corresponding task will be created in Harvest, ensuring your team stays organized and on track. Save time and improve productivity by streamlining your lead and task management process with this seamless automation.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create TaskCreates a Task and optionally assigns it to a project
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Microsoft Dynamics 365 CRM and Harvest

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Harvest

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Invoice Sent
Triggers when an invoice is sent or marked as sent.
Trigger
Polling
Try It
New Contact
Triggers when new contact is added.
Trigger
Polling
Try It
New Invoice
Triggers when an invoice is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is added.
Trigger
Polling
Try It
New User
Triggers when a new User is added.
Trigger
Polling
Try It
Timer Started
Triggers when a timer is started.
Trigger
Polling
Try It
Updated Client
Triggers when a client is updated.
Trigger
Polling
Try It
- Exclude entries created as running timers?
Trigger
Polling
Try It
- Client
  Required
- First Name
  Required
- Last Name
- Email
- Title
- Mobile Phone
- Office Phone
- Fax
Action
Write
- Project
- Name
  Required
- Billable By Default
- Default Hourly Rate
- Is Default
Action
Write
- Project
  Required
- Task
  Required
- Started Time
  Required
- Ended Time
  Required
- Spent Date
  Required
- Notes
Action
Write
Stop Timer
Stops any running timers
Action
Write
- Client name
- Client ID
Action
Search
- Name
  Required
Action
Search

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Invoice Paid
Triggers when an invoice is fully paid.
Trigger
Polling
Try It
New Client
Triggers when a new client is added.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is added.
Trigger
Polling
Try It
New Project
Triggers when a project is created.
Trigger
Polling
Try It
- Exclude entries created as running timers?
Trigger
Polling
Try It
New User Assignment
Triggers when a user is assigned to a project.
Trigger
Polling
Try It
Timer Stopped
Triggers when a timer is stopped.
Trigger
Polling
Try It
Updated Invoice
Triggers when an invoice is updated.
Trigger
Polling
Try It
- Name
  Required
- Address
Action
Write
- Client
  Required
- Name
  Required
- Code
- Bill By (required)
- Hourly Rate
- Budget By (required)
- Budget
- Cost Budget
- Notes
Action
Write
- Project
  Required
- Task
  Required
- Hours
  Required
- Spent Date
  Required
- Notes
Action
Write
- Project
  Required
- Task
  Required
- Spent Date
  Required
- Notes
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Invoice ID
  Required
Action
Search
- Name
  Required
Action
Search

About Harvest

Simple time tracking software and powerful reporting that helps your team thrive.

Learn moreLearn moreHelpHelp

Related categories

Time Tracking Software

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Microsoft

Premium

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create Harvest clients from new Microsoft Dynamics 365 CRM leads